IAPS CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 4 August 2011
Removed: Not supplied
Company number supplied: 07728215
Financial period: 1 April 2024 – 31 March 2025
Latest income: £196,832
Latest expenditure: £198,321
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Bishop's House, Artemis Drive, Tachbrook Park, WARWICK, CV34 6UD

Website recorded by the regulator: https://iaps.uk/about/fees-financial-assistance-charity.html (displayed as text)

02 Activities

What the charity does

The Trust is established to support the education for children of early, primary or middle school years both in the UK and overseas where such provision cannot be fully provided from the public purse. Support may include the provision of grants to pupils or schools, the provision of training or courses to teachers, the award of grants to teachers to enable them to conduct research or training

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 13 January 2026
Date Accounts Received: 13 January 2026
Total Gross Income: £196,832
Total Gross Expenditure: £198,321

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 2 September 2024
Date Accounts Received: 2 September 2024
Total Gross Income: £185,901
Total Gross Expenditure: £196,998

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 26 October 2023
Date Accounts Received: 26 October 2023
Total Gross Income: £192,636
Total Gross Expenditure: £206,727

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 4 August 2022
Date Accounts Received: 4 August 2022
Total Gross Income: £180,415
Total Gross Expenditure: £165,846

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 19 August 2021
Date Accounts Received: 19 August 2021
Total Gross Income: £171,094
Total Gross Expenditure: £106,880

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 13 January 2026
Total Gross Income: £196,832
Total Gross Expenditure: £198,321
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 2 September 2024
Total Gross Income: £185,901
Total Gross Expenditure: £196,998
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 26 October 2023
Total Gross Income: £192,636
Total Gross Expenditure: £206,727
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 4 August 2022
Total Gross Income: £180,415
Total Gross Expenditure: £165,846
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 19 August 2021
Total Gross Income: £171,094
Total Gross Expenditure: £106,880
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

07 Official extract

Charity Event History

Charity Name: IAPS CHARITABLE TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2012-07-10T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 280002
Assoc Registered Charity Number: 280002
Assoc Charity Name: INCORPORATED ASSOCIATION OF PREPARATORY SCHOOLS BURSARY TRUST

Charity Name: IAPS CHARITABLE TRUST
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2014-05-21T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 280687
Assoc Registered Charity Number: 280687
Assoc Charity Name: I A P S ORCHESTRA TRUST

Charity Name: IAPS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-08-04T00:00:00

Charity Name: IAPS CHARITABLE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2012-07-10T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 281935
Assoc Registered Charity Number: 281935
Assoc Charity Name: THE INCORPORATED ASSOCIATION OF PREPARATORY SCHOOLS BENEVOLENT FUND

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 03/08/2011
Charitable Objects: 4.1TO SUPPORT THE PROVISION OF EDUCATION FOR CHILDREN OF EARLY, PRIMARY OR MIDDLE SCHOOL YEARS BOTH IN THE UNITED KINGDOM AND OVERSEAS WHERE SUCH PROVISION CANNOT BE FULLY PROVIDED FROM THE PUBLIC PURSE. SUCH SUPPORT MAY INCLUDE THE PROVISION OF GRANTS TO PUPILS OR THEIR SCHOOL, THE DIRECT PROVISION OF TRAINING OR COURSES TO TEACHERS, THE AWARD OF GRANTS TO TEACHERS TO ENABLE THEM TO CONDUCT RESEARCH OR INDIVIDUAL TRAINING.4.2TO PROMOTE THE EDUCATION OF CHILDREN OF MEMBERS OR DECEASED MEMBERS OF THE TEACHING PROFESSION BY PROVIDING FINANCIAL SUPPORT FOR THEM TO CONTINUE THEIR EDUCATION IN INDEPENDENT SENIOR SCHOOLS WHERE THEIR FAMILIES' FINANCIAL CIRCUMSTANCES ARE SUCH THAT THEY WOULD OTHERWISE BE PREVENTED FROM DOING SO.4.3TO RELIEVE HARDSHIP BY PROVIDING FINANCIAL SUPPORT FOR ANY OF THE FOLLOWING PERSONS WHO ARE IN NECESSITOUS CIRCUMSTANCES:4.3.1ANY PERSON WHO HAS OR SHALL HAVE BEEN A MEMBER OF IAPS AS A HEAD-TEACHER WHO HAS RETIRED FROM SUCH HEADSHIP;4.3.2ANY PERSON WHO HAS OR SHALL HAVE BEEN AN OFFICIAL OR EMPLOYEE OF IAPS4.3.3THE WIDOWS, CHILDREN OR OTHER DEPENDENTS OF ANY SUCH PERSON AS AFORESAID OR OF A DECEASED PERSON WHO WAS AT ONE TIME A MEMBER OF IAPS; AND,4.3.4ANY OTHER CLASS OF PERSONS CONNECTED WITH EDUCATION OR SCHOOLS AND NOT FOR THE TIME BEING MEMBERS OF IAPS AS MAY BE SPECIFIED BY IAPS BY ORDINARY RESOLUTION WITH THE CONSENT OF THE DIRECTORS.

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures